投资研究服务核心特点 - 核心风格是提供基于独立研究的、可操作且明确的投资观点 [1] - 每周至少提供一篇关于此类投资观点的深度文章 [1] 历史服务表现 - 其服务帮助会员在股票和债券市场极端波动的情况下，不仅跑赢标普500指数，而且避免了大幅回撤 [1]

Key Takeaways OII operates a 250-vehicle subsea robotics fleet with 99% uptime and 420,000 dive hours in 2024.Decades of remote operations enable customers to reduce offshore staffing without losing oversight.Continuous data generation enhances inspection and maintenance, supporting recurring demand for OII.Oceaneering International (OII) has built its identity around subsea robotics, positioning the segment as the core engine of its technology-driven business model. With 60 years of subsea expertise, the c ...

Key Takeaways AL took delivery of 10 new aircraft in Q4 2025, reinforcing its focus on modern models. AL sold 23 aircraft to third parties, generating about $1B and exceeding quarterly aircraft investment. AL balanced fleet growth with asset sales, limiting net expansion while maintaining a 218-aircraft order.Air Lease (AL) advanced its fleet strategy in the fourth quarter of 2025 by taking delivery of 10 new aircraft, reinforcing its focus on modern, fuel-efficient models from Airbus and Boeing. The compa ...

Key Takeaways RVMD is in takeover talks with a valuation range of about $28B-$32B, though a deal is not yet finalized.Merck would add daraxonrasib, a late-stage RAS(ON) inhibitor being tested in pancreatic and lung cancers.MRK has pursued multiple acquisitions to offset Keytruda's 2028 loss of exclusivity.A recent Financial Times report stated that Merck (MRK) is in talks to buy Redwood City, CA-based cancer biotech, Revolution Medicines (RVMD) , in a transaction that could value RVMD for up to $32 billion. ...

Solidifying Boyd's Position as a Leading Player in the North American Collision Industry WINNIPEG, MB, Jan. 9, 2026 /PRNewswire/ - Boyd Group Services Inc. (TSX: BYD) (NYSE: BGSI) ("BGSI", "the Boyd Group", "Boyd" or "the Company") today announced the closing of the acquisition of Joe Hudson's Collision Center ("Joe Hudson's"), the definitive agreement to acquire Joe Hudson's having been previously announced on October 29, 2025. The acquisition adds 258 locations across the US Southeast region, increasing ...

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Key Points Alphabet is using AI to produce an even more competitive search engine. TSMC is still reporting growth rates that rival young tech upstarts. Apple has a large, interconnected ecosystem that acts as a strong moat. 10 stocks we like better than Alphabet › The market is starting off 2026 with some modest gains, indicating that so far, the upward trend continues. It's still the first month of the year, and anything can happen over the next 12 months. Last year, the S&P 500 notched a new hi ...

Chipotle Mexican Grill, Inc. (NYSE:CMG) shares are trading higher on Friday.The restaurant chain is accelerating its global expansion as it targets long-term growth through new restaurant openings and digital-first formats.Analysts have turned their focus to the company’s international footprint, menu innovation, and long-term unit growth as key drivers of future performance.Analyst’s TakeTelsey Advisory Group analyst Sarang Vora initiated coverage on the stock, with a price forecast of $50.Vora said Chipot ...

Chipotle Mexican Grill, Inc. (NYSE:CMG) shares are trading higher on Friday.The restaurant chain is accelerating its global expansion as it targets long-term growth through new restaurant openings and digital-first formats.Analysts have turned their focus to the company’s international footprint, menu innovation, and long-term unit growth as key drivers of future performance.Analyst’s TakeTelsey Advisory Group analyst Sarang Vora initiated coverage on the stock, with a price forecast of $50.Vora said Chipot ...

Tori Dunlap: Yeah, you got it. I think money means options. And that's my biggest thesis statement with educating especially marginalized groups, especially women, is that when you have money, you have options. When you have money, you have the ability to start a business. You have the ability to leave a bad or unsafe or unhealthy situation. You have the ability to donate to causes you believe in and travel and feel healthy.Caroline Woods: And just to be clear, you saved $100,000, which allowed you to quit ...